Entity type
Company
Filer Snapshot
Excelsior Holdings D2 LLC
CIK 0001800945. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
1
Latest filing
27 Jun 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for PSBD. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
PSBD
11 May 2020 · 12% ownership
Open 13D/GInsider / owner context
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No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Schedule 13D/G
View Source Filing
SCHEDULE 13D/A filed on 27 Jun 2025 for CIK 0001800945.
- SEC ownership summary
-
Schedule 13D holdings
Large-stake positions from parsed Schedule 13D filings.
PSBDHow to read filing-family values
- Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
- Use the linked research paths to verify each signal against the original SEC filing.
- Business address
- 6600 France Ave. S., Suite 550, Minneapolis, MN, 55435
- State of incorporation
- DE
- Fiscal year-end
- 31 December
SEC ownership signals
1 fact
Filer identity
1 fact
SEC record
2 facts
Filer intelligence
What SEC filings say about Excelsior Holdings D2 LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- 1 recent 13D/G stake row found; top row is PSBD at 12% ownership.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
13D/G large-stake context
PSBD
11 May 2020 · Common Stock, par value $0.001 per share
Latest update
What changed recently for Excelsior Holdings D2 LLC
Latest Schedule 13D/G period: 11 May 2020. Open the source-backed page to inspect the fresh filing or facts context.
Update date
27 Jun 2025
Page type
Filer profile
Latest period
11 May 2020
Schedule 13D/G context is visible from filings filed on 27 Jun 2025.
Benchmark Context
Benchmark context for this company
Excelsior Holdings D2 LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest Schedule 13D/G period: 11 May 2020. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001800945 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
1
First seen
27 Jun 2025
Latest filing
27 Jun 2025
Entity
Company
Observed form types
SCHEDULE 13D/A
Latest Filings
Showing the latest 1 of 1 SEC filings for Excelsior Holdings D2 LLC.
SCHEDULE 13D/A
SCHEDULE 13D/A filing
- Filing date
- 27 Jun 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing